See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,320 | $72,404-26.4% | $110,238-51.6% | $64,186-16.9% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.6%-1.0pp |
| Annual return | -3.58% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $491 | $2,282-78.5% | $3,826-87.2% | $2,381-79.4% |
| Participant deferral / active EE | $3,308 | $3,469-4.7% | $4,672-29.2% | $3,470-4.7% |
| Admin fee / account holder | $61 | $5,664-98.9% | $8,547-99.3% | $4,888-98.8% |